Product Details
Product Name
Ascent Pro 10 Bonus (State Variations)
Annuity Type
FIA
Issuing Insurance Company and Ratings
Athene IA
Ratings
A.M. Best
A+
2nd of 15
Standard & Poor's
A+
5th of 22
Fitch
A+
5th of 19
Product Information
The Ascent Pro 10 Bonus (State Variations) is a single premium fixed-indexed annuity with a 10 Year Surrender Charge Period and a Market Value Adjustment provision.
Key Features
Premium Types: Single
Minimum Premium: $10,000
Maximum Premium: $2,000,000
Free Look Period: 20 Days
Rate Lock Period: 60 Days
Rates
Effective Date: 03/08/2024
Initial Guarantee Period: 10 years
Next Change: N/A — not specified
Premium Amount: $100,000 - See Notes (High-Band)
3 Year Guarantee Period Annual Yield:
Interest rate start of year 1 through end of year 3:
Current
4.05%
4.05%
Effective Date: 03/08/2024
Next Change: N/A — not specified
Initial Guarantee Period: 10 years
Premium Amount: $10,000 - $2,000,000
Current
10 Year Guarantee Period Annual Yield:
2.85%%
Interest rate start of year 1 through end of year 10:
2.85%%
Accumulation Value (assuming no withdrawals)
Accumulation Value (assuming no withdrawals)
Deposit Amount: $
Premium Amount: $100,000 - See Notes (Low-Band)
Interest rate start of year 1 through end of year 3:
Current
4.05%
4.05%
Accumulation Value (assuming no withdrawals)
Deposit Amount: $
State Approvals
Only available in AK CT DC DE HI ID LA MA MN MO MT NC NH NJ NV OH OK OR PA RI SC TX UT VA VT WA
Withdrawal Provisions
First Year Withdrawals: 10%
Withdrawal Years 2+: 10%
Wait Period Interest Only : No Wait
Withdraw from the accumulation Value After : Immediately
Minimum Policy Value : $2,000
Withdrawl Calculated On: Accumulation
Date For Calculation: Issue
Systematic Withdrawl: Yes
Min Withdrawl Amount: $500
Cumulative Free Withdrawl: No
Eligibility & Restrictions
Age Limits(Owner and Annuitant): 80 years old
State Restrictions: Only available in AK CT DC DE HI ID LA MA MN MO MT NC NH NJ NV OH OK OR PA RI SC TX UT VA VT WA